Clarity Financial’s Coca-Cola KO Stock Holding History

Clarity Financial’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	3,304 +151	+5%	+$11.9K	0.02%	108
2026 Q1	$240K	Buy	3,153 +169	+6%	+$12.8K	0.03%	99
2025 Q4	$209K	Sell	2,984 -51	-2%	-$3.56K	0.02%	112
2025 Q3	$201K	Buy	+3,035	New	+$209K	0.02%	115
2024 Q4	–	Sell	-5,615	Closed	-$404K	–	146
2024 Q3	$404K	Buy	5,615 +1,705	+44%	+$117K	0.05%	97
2024 Q2	$249K	Sell	3,910 -2,789	-42%	-$173K	0.04%	106
2024 Q1	$410K	Buy	6,699 +156	+2%	+$9.37K	0.06%	81
2023 Q4	$386K	Sell	6,543 -616	-9%	-$35K	0.07%	74
2023 Q3	$401K	Sell	7,159 -152,576	-96%	-$9.15M	0.07%	76
2023 Q2	$9.62M	Buy	+159,735	New	+$9.94M	1.37%	22

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Clarity Financial's KO Position: Q2 2026 in Review

Clarity Financial increased its Coca-Cola (KO) stake by 4.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,304 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #108.

Clarity Financial first reported a position in KO in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.62M in Q2 2023. 1,559 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Clarity Financial held 3,304 shares of Coca-Cola worth $269K as of Q2 2026.
Clarity Financial bought 151 Coca-Cola shares in Q2 2026, an estimated $11.9K.
Coca-Cola made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #108 holding.
Clarity Financial first reported a position in Coca-Cola in Q2 2023 and has held it in 10 quarters since.
Clarity Financial's Coca-Cola position peaked at $9.62M in Q2 2023.
1,559 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.